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Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Analysis (10)

Storm clouds over big ben and house of parliment

Global Insight 2023 Outlook: The United Kingdom

Dec 05, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

A turn towards austerity even as the UK economy enters a recession creates challenges for a new government.

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Global Insight 2023 Outlook - junk boat crossing Hong Kong Harbor

Global Insight 2023 Outlook Regional Focus: Asia Pacific

Dec 05, 2022 |Jasmine Duan, Nicholas Gwee, CFA & Shawn Sim

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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New York skyline with statue of liberty - Global Insight Outlook 2023 Cover

Global Insight 2023 Outlook: The United States

Dec 05, 2022 |Kelly Bogdanova and Thomas Garretson, CFA

U.S. markets could change course more quickly, and in different ways, than investors might assume.

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Global Insight 2023 Outlook photo of hedgehog

Investing for 2023: We are the hedgehog

Dec 05, 2022 |Jim Allworth

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

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Man meeting with financial advisor

Not a phantom rally in equity markets

Dec 01, 2022 |Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 |Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

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Beach with dark skies

What are the investment implications of a UK recession?

Nov 17, 2022 |Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

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Person walking with umbrella against strong wind

What are the risks and opportunities in an unsettled investment environment?

Nov 10, 2022 |Joseph Wu, CFA

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.

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Global Insights skyline

China’s 20th Party Congress charts a course through turbulence and transformation

Nov 07, 2022 |Jasmine Duan -Investment Strategist, RBC Investment Services (Asia) Limited

As China faces challenges to growth and development, we reflect on the outcome of the twice-a-decade gathering and what it means for investors.

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Federal Reserve building

How high must the Fed hike rates to fight inflation?

Nov 03, 2022 |Thomas Garretson, CFA

Many global central banks have taken the first steps in signaling a more cautious approach to rate hikes—except the Fed. The Fed now stands alone.

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